Financial Adviser
· TOOWOOMBA, QLD
David Charles Findlay
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268376
David Charles Findlay is a financial adviser based in Toowoomba, Queensland, with 8 years of experience in the financial services industry. David is currently authorised under Ri Advice Group Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance) from University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Finance)
University of Southern Queensland
2018
Diploma of Financial Planning
Kaplan Professional Education
2018
Securities and Managed Investments
Kaplan Professional Education
2018
Tax for Financial Advising
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register